-
Intuitive Surgical Inc. (ISRG $480.26)
-
Booking Holdings Inc. (BKNG $5,454.29)
-
AeroVironment Inc. (AVAV $246.65)
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Crocs Inc. (CROX $84.70)
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AAON Inc. (AAON $79.55)
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CECO Environmental Corp. (CECO $44.61)
-
Eagle Materials Inc (EXP $233.47)
-
Aspen Aerogels Inc. (ASPN $7.25)
-
Comfort Systems USA Inc. (FIX $680.86)
-
SPS Commerce Inc. (SPSC $112.04)
-
Tetra Tech Inc. (TTEK $35.80)
-
Interactive Brokers Group Inc. (IBKR $63.31)
-
Cellebrite DI Ltd. (CLBT $15.60)
-
TransMedics Group Inc. (TMDX $127.55)
-
AppFolio Inc. (APPF $265.30)
Q: Q: Hi 5i team,
What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.
Thank you
What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.
Thank you